Avnet Inc (AVT)vsScanSource Inc (SCSC)
AVT
Avnet Inc
$86.81
-1.48%
TECHNOLOGY · Cap: $7.43B
SCSC
ScanSource Inc
$45.87
-4.60%
TECHNOLOGY · Cap: $1.00B
Smart Verdict
WallStSmart Research — data-driven comparison
Avnet Inc generates 709% more annual revenue ($24.96B vs $3.09B). SCSC leads profitability with a 2.4% profit margin vs 0.9%. SCSC appears more attractively valued with a PEG of 0.75. AVT earns a higher WallStSmart Score of 59/100 (C).
AVT
Buy59
out of 100
Grade: C
SCSC
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-58.2%
Fair Value
$41.93
Current Price
$86.81
$44.88 premium
Margin of Safety
+2.5%
Fair Value
$35.53
Current Price
$45.87
$10.34 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Revenue surging 33.9% year-over-year
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Growing faster than its price suggests
Attractively priced relative to earnings
Areas to Watch
Premium valuation, high expectations priced in
ROE of 4.3% — below average capital efficiency
0.9% margin — thin
Operating margin of 3.1%
Smaller company, higher risk/reward
2.4% margin — thin
Operating margin of 3.1%
Comparative Analysis Report
WallStSmart ResearchBull Case : AVT
The strongest argument for AVT centers on Price/Book, Revenue Growth, Altman Z-Score. Revenue growth of 33.9% demonstrates continued momentum.
Bull Case : SCSC
The strongest argument for SCSC centers on Price/Book, Altman Z-Score, Debt/Equity. PEG of 0.75 suggests the stock is reasonably priced for its growth.
Bear Case : AVT
The primary concerns for AVT are P/E Ratio, Return on Equity, Profit Margin. Thin 0.9% margins leave little buffer for downturns.
Bear Case : SCSC
The primary concerns for SCSC are Market Cap, Profit Margin, Operating Margin. Thin 2.4% margins leave little buffer for downturns.
Key Dynamics to Monitor
AVT profiles as a hypergrowth stock while SCSC is a value play — different risk/reward profiles.
SCSC carries more volatility with a beta of 1.31 — expect wider price swings.
AVT is growing revenue faster at 33.9% — sustainability is the question.
SCSC generates stronger free cash flow (69M), providing more financial flexibility.
Bottom Line
AVT scores higher overall (59/100 vs 58/100) and 33.9% revenue growth. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Avnet Inc
TECHNOLOGY · ELECTRONICS & COMPUTER DISTRIBUTION · USA
Avnet, Inc., a technology solutions company, markets, sells and distributes electronic components. The company is headquartered in Phoenix, Arizona.
Visit Website →ScanSource Inc
TECHNOLOGY · ELECTRONICS & COMPUTER DISTRIBUTION · USA
ScanSource, Inc. distributes technology products and solutions in the United States, Canada, and internationally. The company is headquartered in Greenville, South Carolina.
Visit Website →Compare with Other ELECTRONICS & COMPUTER DISTRIBUTION Stocks
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